Civic Intelligence

Chalice Oak Foundation

990EZ • Fiscal year 2016 • EIN 30-0554066

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization ProfileWWW.CHALICEOAK.ORG
4067 Hardwick StreetLakewood, CA 90712

(515) 420-2437

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

8.7%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$115,727

Up $9,237 (+8.7%) from 2015

Net Assets

Up

$115,727

Up $9,237 (+8.7%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Down

$21,764

Down $123,274 (-85%) from 2015

Expenses

Down

$12,527

Down $165,177 (-93%) from 2015

Net Income

Up

$9,237

Up $41,903 (+128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2013: $44,640Liabilities 2013: $0Net Assets 2013: $44,6402013Assets 2014: $139,156Liabilities 2014: $0Net Assets 2014: $139,1562014Assets 2015: $106,490Net Assets 2015: $106,4902015Assets 2016: $115,727Net Assets 2016: $115,7272016

Highlighted filing

2016

Assets$115,727
Liabilities-
Net Assets$115,727
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2013: $453,282Expenses 2013: $411,412Net Income 2013: $41,8702013Revenue 2014: $250,837Expenses 2014: $156,321Net Income 2014: $94,5162014Revenue 2015: $145,038Expenses 2015: $177,704Net Income 2015: -$32,6662015Revenue 2016: $21,764Expenses 2016: $12,527Net Income 2016: $9,2372016

Highlighted filing

2016

Revenue$21,764
Expenses$12,527
Net Income$9,237
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$21,764
Mission and Program Overview

Mission

Infrastructure, tools & resources

It is our mission to offer the infrastructure, tools, training and resources required to promote effective nonprofit management,leadership development,grass roots organizing and compassionate relations to those who embrace the spirit of our vision.

Program Services

DescriptionGrantsExpenses
TO BUILD FOR CAPACITY FOR COMMUNITY SUSTAINABILITY IN THE SOUTHEAST. WE COLLABORATE TO ACCELERATE THE ADOPTION OF SUSTAINABLE BEST PRACTICES IN AMERICAN SOUTHEASTERN COMMUNITIES. WE DO THIS BY PEER TO PEER INFORMATION SHARING, COLLABORATING TO CREATE SOLUTIONS THEN IMPLEMENTING THOSE REGIONALLY INNOVATED SOLUTIONS.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE OSBORNESecretary-$0--
DIANE EASTERWOODDirector-$0--
JENNFIER HOCUTTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Chalice Oak Foundation
EIN
30-0554066
Address
4067 HARDWICK STREET, LAKEWOOD, CA 90712

Signing Officer

Name
Dale Osborne
Title
Trustee
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Taxes and More LLC
Address
3815 S Jones Blvd 4, LAS VEGAS, NV 89103
Preparer
Raymond Cooper Ea
Phone
7026464646
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2277”

Other Expenses.1002

“Office Expenses $386”

Other Expenses.1005

“Travel $393”

Other Expenses.1

“EXECUTIVE DIRECTOR $4788”

Other Expenses.2

“Administrator expenses $3713”

Other Expenses.3

“ACCOUNTING $840”

Other Expenses.4

“BANK CHARGES $130”

Raw XML Appendix126 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEWOOD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNFIER HOCUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012527
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IT IS OUR MISSION TO OFFER THE INFRASTRUCTURE, TOOLS, TRAINING AND RESOURCES REQUIRED TO PROMOTE EFFECTIVE NONPROFIT MANAGEMENT,LEADERSHIP DEVELOPMENT,GRASS ROOTS ORGANIZING AND COMPASSIONATE RELATIONS TO THOSE WHO EMBRACE THE SPIRIT OF OUR VISION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO BUILD FOR CAPACITY FOR COMMUNITY SUSTAINABILITY IN THE SOUTHEAST. WE COLLABORATE TO ACCELERATE THE ADOPTION OF SUSTAINABLE BEST PRACTICES IN AMERICAN SOUTHEASTERN COMMUNITIES. WE DO THIS BY PEER TO PEER INFORMATION SHARING, COLLABORATING TO CREATE SOLUTIONS THEN IMPLEMENTING THOSE REGIONALLY INNOVATED SOLUTIONS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012527
IRS990EZ/TotalRevenueAmt021764
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHALICEOAK.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021765
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt021765
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021765
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021765
IRS990ScheduleA/TotalSupportAmt021765
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR $4788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATOR EXPENSES $3713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTING $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $130
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE OSBORNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHALICE OAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAL
ReturnHeader/Filer/EIN0300554066
ReturnHeader/Filer/USAddress/AddressLine1Txt04067 HARDWICK STREET
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090712
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAXES AND MORE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03815 S Jones Blvd 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS VEGAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089103
ReturnHeader/PreparerPersonGrp/PhoneNum07026464646
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND COOPER EA
ReturnHeader/ReturnTs02017-11-09T15:57:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$115,727
Liabilities
-
Net assets
$115,727
Revenue
$21,764
Expenses
$12,527
Net income
$9,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.22$0.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.45$1.78$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$2.51$1.56$0.95
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$4.53$4.11$0.42